Your Cloud, Your Implementation, Your Way
Transcript of Your Cloud, Your Implementation, Your Way
Your Cloud, Your Implementation, Your Way
Shince Francis, ERP Cloud Leader, PwCLakshmi Sampath, ERP Cloud Evangelist, Oracle
April 2017
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Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Agenda
• Case-Study Summary
• Content Migration
• Integration Overview
• Reporting in ERP Cloud
• Security in ERP Cloud
• Demo
• R12 New Features
• Best Practices
• ERP Cloud Resources
Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |
ERP Cloud Content Migration Overview
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Content Migration Options for ERP CloudConfiguration Type Tool Content Migration Support
Data Extensions Flexfields/FSM Functional Setup Manager (FSM) Configuration Package export/import(Doc ID – 1510288.1 – Guidance for Managing Customizations in Oracle Cloud Application Services: Flexfield Migration)
Reporting/Business Intelligence
OTBI, BIP, FR Studio Oracle Transactional Business Intelligence (OTBI)archive/unarchive facility and BI Publisher Reporting (BIP) download/upload facility.(DOC ID – 1510577.1, 1611612.1)
Functional Setup FSM FSM – Configuration Package export/import migrates all setup for a logical business object (LBO)Row level migration for BU, Ledger, Subledger applications
Functional Setup Rapid Implementation Rapid Implementation Spreadsheet templates are available for download from Financials Configuration for RI task list in FSM
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Rapid Implementation
• Focus on critical setup steps and setup for most commonly used featuresStreamlined Configuration Template
• Simplified set up experience with many fields defaulted to most common use cases
• Leverage native and familiar spreadsheet functionality for data entry and data review
Spreadsheet Interface for setting up Enterprise Structures,
Banks, Branches, and Accounts
• Leverage native and familiar spreadsheet functionality for data entry and data review
Spreadsheet Interface for setting up Taxes
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ERP Cloud Integration Overview
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Rapid & Cost Effectiveon-boarding &Implementation
Accelerate & Automatebusiness processes across applications
Preserve & Extendexisting IT Investment
Complete & Moderncloud solutionin the industry
ERP Cloud
ERP Cloud IntegrationOverview
Integration Platform
Co-existence Solutions
Pre-packaged Integrations
Inbound Cloud Connectors
Outbound Cloud Connectors
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ERP Cloud Integration Overview
Derive higher returns from your existing IT investments
Move forward with cutting-edge applications that seamlessly integrate with your existing on-premise Oracle solutions without huge costs or extended deployment timeframes
Cloud to On-Premise Integrations
Stay informed and take accurate decisions with best in class business intelligence suite
ERP Cloud Service comes with a range of reporting and analytics capabilities to suit varied integration needs of your organization
Outbound Integrations
Derive higher returns from your existing IT investments Move forward with cutting-edge applications that seamlessly integrate with your existing Oracle solutions without huge costs or extended deployment timeframes.
Cloud Connectors
Web Services
Preserve your existing investments in external applications
Public services to integrate with legacy applications and third party point solutions
Interface transactions and master data in bulk with out-of-the-box spreadsheet templates. These templates would simplify your on-boarding and recurring transaction importFile Based Data Load
Increase efficiencies with integrated end to end cloud solutions
ERP Cloud Service comes with pre-built integration options that enable you to integrate your end to end transaction processes across cloud solutions
Cloud to Cloud Integrations
Most comprehensive cloud solution for your business
Seamless integration between ERP, Sales and HCM Cloud Services automates your end to end business processes without integration effort or development costsSales and HCM Cloud
Financials ProcurementProject Portfolio
ManagementSupply Chain Management
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ERP Cloud Reporting Overview
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Rep
ort
ing
Bal
ance
sTr
ansa
ctio
nal
Dat
a
FinancialReporting
Management Reporting, Board Room Quality,Distribution, Snapshot or Live Reporting,
Graphs & Charts, Multiple Output Options
High VolumeSpecific Format
BI Publisher
Ad hoc, Dashboards, Infolets,Charts/Graphs, Flexible Output
Transactional BI(OTBI)
Ad hoc Analysis, Pivot Tables,Graphs & Charts, MS Office
Smart ViewSunburst
Reporting in ERP Cloud
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ERP Cloud Security
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ERP Cloud – Security Highlights• Role Based Access
• Segregation of Duties Enforcement
• Data Security
• Privacy
• Identity Management and Access Provisioning
• Enforcement across tools
• Integration with Governance Risk and Controls – A rich reference implementation Roles that you will recognize as Jobs
– Duties you will recognize as a line item description of those jobs
– Role hierarchy that contains the duties for those jobs
– Duties respect the segregation of duties constraints that come with GRC Access Controls Governor
– Set of data security policies that helped us build the application
– Attributes considered Personally Identifiable and what roles are authorized to view those attributes
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Security in ERP Cloud
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Data-driven decision making
Increase Insight
Real-Time Insight for Everyone
Live, multi-dimensional reporting and analysis
Graphical indicators, ad-hoc reporting, spreadsheet analysis & traditional reporting with drilldown meet a wide range of reporting needs
Custom analytical apps for mobile devices
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Demonstration
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Implementation Best Practices
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Implementation Best Practices• Provisioned Environments use English as the default language. Raise SR to
get the language packs
• When first assigned, test and production environments are assigned a default sizing.
• Review MOS Doc ID 1385107.1 “Best Practices for Client and Browser Settings for Fusion Applications”
• Check if all users, other than implementation users, should be created as employees first
• Using Rapid Implementation tasks and associated spreadsheet templates (where available) saves on manual data entry effort and can expedite your configuration process.
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Implementation Best Practices• You need to plan ahead when scheduling a P2T refresh to avoid delaying your
implementation by requesting your P2T refresh via a SR at least 4 weeks ahead of time. Both environments should be at the same patch level. The process requires no downtime for your production environment but your test environment will be down for at least one day.
• If you have refreshed data from your production environment to your test environment be aware that real email addresses of suppliers and employees will be migrated to the test environment.
• Use Rapid Implementation Spreadsheets and File Based Data Import files to track the master configuration and master content to be loaded into your production environment, and keep the master configuration and content up-to-date as a result of your prior test cycles.
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Implementation Best Practices
• All inbound and outbound file flows leverage Universal Content Management (UCM), refer to My Oracle Support article “How to transfer the data file to the integrated content management server. (Doc ID 1584415.1).
• Only seeded BI Publisher XML extracts which come with seeded report templates can be used to create new report templates. You cannot create new BI Publisher XML extracts in an Oracle Financials Cloud environment.
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